Gladstone Institutional Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Gladstone Institutional Advisory’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.2M	Buy	82,938 +50,498	+156%	+$2.56M	0.16%	150
2025 Q4	$1.64M	Sell	32,440 -4,048	-11%	-$205K	0.06%	280
2025 Q3	$1.85M	Buy	36,488 +10,030	+38%	+$508K	0.07%	259
2025 Q2	$1.34M	Sell	26,458 -16,040	-38%	-$810K	0.06%	300
2025 Q1	$2.15M	Sell	42,498 -6,045	-12%	-$305K	0.1%	216
2024 Q4	$2.45M	Buy	48,543 +2,988	+7%	+$151K	0.11%	194
2024 Q3	$2.31M	Sell	45,555 -2,098	-4%	-$106K	0.11%	203
2024 Q2	$2.41M	Sell	47,653 -2,406	-5%	-$121K	0.13%	194
2024 Q1	$2.53M	Sell	50,059 -1,564	-3%	-$78.7K	0.14%	184
2023 Q4	$2.59M	Sell	51,623 -22,630	-30%	-$1.14M	0.15%	180
2023 Q3	$3.73M	Sell	74,253 -31,776	-30%	-$1.59M	0.24%	107
2023 Q2	$5.32M	Sell	106,029 -8,779	-8%	-$441K	0.32%	83
2023 Q1	$5.78M	Buy	114,808 +72,670	+172%	+$3.65M	0.37%	65
2022 Q4	$2.11M	Sell	42,138 -10,656	-20%	-$534K	0.15%	185
2022 Q3	$2.65M	Buy	52,794 +47,728	+942%	+$2.39M	0.21%	122
2022 Q2	$254K	Sell	5,066 -6,054	-54%	-$304K	0.02%	545
2022 Q1	$559K	Sell	11,120 -4,870	-30%	-$245K	0.04%	406
2021 Q4	$807K	Sell	15,990 -1,472	-8%	-$74.5K	0.06%	298
2021 Q3	$886K	Sell	17,462 -2,771	-14%	-$141K	0.09%	242
2021 Q2	$1.03M	Sell	20,233 -11,223	-36%	-$569K	0.12%	188
2021 Q1	$1.6M	Buy	31,456 +8,013	+34%	+$407K	0.25%	99
2020 Q4	$1.19M	Sell	23,443 -5,646	-19%	-$287K	0.24%	93
2020 Q3	$1.48M	Buy	29,089 +4,042	+16%	+$205K	0.35%	63
2020 Q2	$1.27M	Sell	25,047 -2,258	-8%	-$114K	0.32%	73
2020 Q1	$1.36M	Sell	27,305 -2,925	-10%	-$147K	0.35%	65
2019 Q4	$1.52M	Buy	30,230 +11,511	+61%	+$581K	0.37%	60
2019 Q3	$944K	Sell	18,719 -99	-0.5%	-$5K	0.24%	86
2019 Q2	$948K	Buy	+18,818	New	+$948K	0.29%	74

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gladstone Institutional Advisory's JPST Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 156% in Q1 2026, buying an estimated $2.56M and bringing the position to 82,938 shares worth $4.2M. The position accounts for 0.16% of the portfolio, ranked #150.

Gladstone Institutional Advisory first reported a position in JPST in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.78M in Q1 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Gladstone Institutional Advisory held 82,938 shares of JPMorgan Ultra-Short Income ETF worth $4.2M as of Q1 2026.
Gladstone Institutional Advisory bought 50,498 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $2.56M.
JPMorgan Ultra-Short Income ETF made up 0.16% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #150 holding.
Gladstone Institutional Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 28 quarters since.
Gladstone Institutional Advisory's JPMorgan Ultra-Short Income ETF position peaked at $5.78M in Q1 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.